BRUSX Mutual Fund

BRUSX Mutual Fund

NAV$36.04
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Returns Overview

1 Month
-3.76%
3 Months
+2.99%
6 Months
+6.16%
YTD
+10.01%
1 Year
+21.73%
3 Years (annualized)
+12.88%
5 Years (annualized)
+6.69%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRUSX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
CRSP Cap Based Portfolio 10 Index
This Mutual Fund (YTD)
+10.01%
Peer Avg (YTD)
+15.31%
vs Peers
-5.30%

BRUSX Mutual Fund Performance

BRUSX performance across multiple time periods: 1-month -3.76%, YTD 10.01%, 1-year 21.73%, 3-year 12.88%, 5-year 6.69%, 10-year 10.53%.

BRUSX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

BRUSX vs another fund shows side-by-side returns. BRUSX alternatives are available in the Mutual Fund Screener.